Mature Families

THE KIDS ARE OUT OF THE HOUSE, WHAT DO I NEED TO DO?

Mature Families

Who

Priorities

Who

Age 45 to 54
Established in career
May have older children
May be in peak earning years

Priorities

Paying off mortgage
Reduce all debts
Saving for retirement
Staying on budget
Reducing income tax
Taking care of the “What-ifs?”
- Disability
- Critical Illness
- Premature Death
Make a will
Consider powers of attorneys

Learn More

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